Overview:
Financial services firms sit on a treasure trove of information about their customers, but few successfully leverage that information to grow their business or to uncover who are truly high-value clients. Analytics can help wealth managers grow their business by examining customer and company data, industry trends and even current news events – enabling sophisticated customer/channel segmentation, targeted product development and pricing, and customized marketing and distribution strategies. Does your firm utilize data to its full potential? Can you make your wealth management strategy more data driven with a careful analysis of existing information?

Discussion topics include:
• What are the architecture/infrastructure challenges to effective use of analytics?
• Key metrics and benchmarks - how do you gauge the ROI?
• Addressing compliance/privacy requirements while maximizing customer information.
• Establishing a business intelligence/analytics competency center.
• Using data strategically by leveraging existing resources.